Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,624
| Closed | -$196K | – | 635 |
|
|
2019
Q3 | $196K | Hold |
12,624
| – | – | 0.02% | 529 |
|
|
2019
Q2 | $271K | Buy |
12,624
+8,953
| +244% | +$192K | 0.03% | 508 |
|
|
2019
Q1 | $88K | Hold |
3,671
| – | – | 0.01% | 604 |
|
|
2018
Q4 | $109K | Buy |
+3,671
| New | +$109K | 0.02% | 585 |
|